MondegarAI
Tradition Wealth Management, LLC

Q1 2026 · 13F-HR

Tradition Wealth Management, LLCholdings as filed

Filed 2026-05-15 · accession 0001843010-26-000003

$1.41B
Reported value
527
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Tradition Wealth Management, LLC · Q1 2026

AI · grounded in 13F

Tradition Wealth Management, LLC established a new position in CORO valued at $4.21M. The fund increased its holdings in CGGR by 374.7% and BBAG by 92.37%. On the sell side, the fund trimmed its positions in XLG by 96.49% and IEMG by 92.41%.

Holdings as filed

First 500 of 527

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q399BBUSJ P MORGAN EXCHANGE TRADED F$46.5M3.31%396,641CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$42.7M3.04%1,465,074CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$37.5M2.67%796,523CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$36.4M2.59%1,078,068CommonNONE
037833100AAPLAPPLE INC$31.7M2.25%124,738CommonNONE
46434G764EMXCISHARES INC$29.7M2.12%378,148CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$28.8M2.05%944,929CommonNONE
67066G104NVDANVIDIA CORPORATION$27.1M1.93%155,360CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$25.4M1.81%827,290CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$24.1M1.72%492,801CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$23.9M1.70%964,585CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$22.7M1.61%909,935CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$21.0M1.49%277,006CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$20.8M1.48%96,745CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$20.3M1.44%348,235CommonNONE
46090E103QQQINVESCO QQQ TR$20.0M1.42%34,600CommonNONE
464287614IWFISHARES TR$19.8M1.41%46,450CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$19.5M1.39%777,734CommonNONE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$18.8M1.33%406,376CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$18.7M1.33%97,247CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$17.1M1.22%615,116CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$16.5M1.18%195,610CommonNONE
48817R870RUNNSTRATEGIC TRUST$15.6M1.11%483,136CommonNONE
594918104MSFTMICROSOFT CORP$15.5M1.10%41,767CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$15.1M1.08%266,791CommonNONE
922908611VBRVANGUARD INDEX FDS$15.1M1.08%69,591CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$15.0M1.07%326,486CommonNONE
233051200DBEFDBX ETF TR$13.5M0.96%272,546CommonNONE
45782C862LOUPINNOVATOR ETFS TRUST$13.0M0.93%189,302CommonNONE
023135106AMZNAMAZON COM INC$12.7M0.90%60,854CommonNONE
92647X822SFLOVICTORY PORTFOLIOS II$12.4M0.88%412,055CommonNONE
808524607SCHASCHWAB STRATEGIC TR$11.8M0.84%404,904CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$11.7M0.83%146,533CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$11.6M0.82%48,721CommonNONE
78464A854SPYMSPDR SERIES TRUST$11.0M0.78%143,949CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.8M0.77%22,587CommonNONE
464287598IWDISHARES TR$10.2M0.73%47,810CommonNONE
464287556IBBISHARES TR$10.2M0.72%60,161CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$10.0M0.71%197,454CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$9.2M0.65%274,271CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$8.5M0.61%127,984CommonNONE
464287408IVEISHARES TR$8.0M0.57%37,736CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$8.0M0.57%124,121CommonNONE
058498106BALLBALL CORP$7.9M0.56%133,113CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$7.7M0.55%101,578CommonNONE
46432F339QUALISHARES TR$7.6M0.54%39,559CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.5M0.53%51,143CommonNONE
78464A201SLYGSPDR SERIES TRUST$7.4M0.53%76,557CommonNONE
74348A467NOBLPROSHARES TR$7.3M0.52%68,449CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$7.2M0.52%182,132CommonNONE
02079K305GOOGLALPHABET INC$7.2M0.51%24,911CommonNONE
921910873MGCVANGUARD WORLD FD$7.0M0.50%29,478CommonNONE
11135F101AVGOBROADCOM INC$6.9M0.49%22,266CommonNONE
464287309IVWISHARES TR$6.8M0.49%60,442CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$6.8M0.48%169,022CommonNONE
922908363VOOVANGUARD INDEX FDS$6.3M0.45%10,485CommonNONE
108621103BWBBRIDGEWATER BANCSHARES INC$6.2M0.44%351,865CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$6.1M0.43%50,219CommonNONE
46432F396MTUMISHARES TR$5.9M0.42%24,460CommonNONE
88579Y101MMM3M CO$5.9M0.42%40,302CommonNONE
759937204IPORENAISSANCE CAP GREENWICH FD$5.8M0.41%138,328CommonNONE
88160R101TSLATESLA INC$5.7M0.40%15,275CommonNONE
74347R818SAAPROSHARES TR$5.5M0.39%205,000CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$5.1M0.36%7,867CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$5.1M0.36%93,595CommonNONE
00287Y109ABBVABBVIE INC$5.1M0.36%23,282CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.0M0.35%16,880CommonNONE
02079K107GOOGALPHABET INC$4.9M0.35%17,070CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$4.8M0.34%133,484CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$4.7M0.34%203,088CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.7M0.33%17,336CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$4.4M0.31%47,643CommonNONE
464287168DVYISHARES TR$4.4M0.31%28,752CommonNONE
46434V613IUSBISHARES TR$4.2M0.30%91,364CommonNONE
922908736VUGVANGUARD INDEX FDS$4.2M0.30%9,648CommonNONE
09290C764COROBLACKROCK ETF TRUST$4.2M0.30%131,010CommonNONE
09789C812XTENBONDBLOXX ETF TRUST$4.2M0.30%91,087CommonNONE
45782C359EAPRINNOVATOR ETFS TRUST$4.1M0.29%137,329CommonNONE
464288240ACWXISHARES TR$4.0M0.28%57,922CommonNONE
92647X764GFLWVICTORY PORTFOLIOS II$3.9M0.28%150,057CommonNONE
464287648IWOISHARES TR$3.7M0.26%11,728CommonNONE
14022A102CGMMCAPITAL GROUP EQUITY ETF TR$3.7M0.26%124,585CommonNONE
464287226AGGISHARES TR$3.7M0.26%36,831CommonNONE
921910840MGVVANGUARD WORLD FD$3.6M0.26%25,136CommonNONE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$3.6M0.26%134,794CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$3.6M0.26%64,619CommonNONE
92647P126MODLVICTORY PORTFOLIOS II$3.6M0.25%79,751CommonNONE
512807306LRCXLAM RESEARCH CORP$3.4M0.24%15,998CommonNONE
922908553VNQVANGUARD INDEX FDS$3.4M0.24%37,875CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$3.3M0.24%83,732CommonNONE
931142103WMTWALMART INC$3.3M0.23%26,160CommonNONE
756158101UTGREAVES UTIL INCOME FD$3.2M0.23%82,341CommonNONE
92204A702VGTVANGUARD WORLD FD$3.2M0.23%4,592CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$3.2M0.23%50,091CommonNONE
09290C780BAIBLACKROCK ETF TRUST$3.2M0.23%96,290CommonNONE
78464A300SLYVSPDR SERIES TRUST$3.2M0.22%33,317CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3.1M0.22%3,105CommonNONE
46429B697USMVISHARES TR$3.1M0.22%33,228CommonNONE
30303M102METAMETA PLATFORMS INC$3.1M0.22%5,358CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$3.1M0.22%96,760CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$3.0M0.21%37,060CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$3.0M0.21%60,005CommonNONE
464288877EFVISHARES TR$3.0M0.21%39,894CommonNONE
902973304USBUS BANCORP$2.9M0.21%55,933CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$2.9M0.20%25,558CommonNONE
464287804IJRISHARES TR$2.8M0.20%22,682CommonNONE
09290C806THROBLACKROCK ETF TRUST$2.8M0.20%77,060CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$2.7M0.20%82,193CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.7M0.19%87,027CommonNONE
45782C466NJANINNOVATOR ETFS TRUST$2.7M0.19%49,920CommonNONE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$2.7M0.19%56,257CommonNONE
949746101WMT2WELLS FARGO & CO$2.7M0.19%33,411CommonNONE
69420N692PBFRPGIM ROCK ETF TR$2.6M0.19%91,006CommonNONE
922908744VTVVANGUARD INDEX FDS$2.6M0.19%13,331CommonNONE
37960A529SHLDGLOBAL X FDS$2.6M0.18%36,683CommonNONE
464288588MBBISHARES TR$2.6M0.18%27,001CommonNONE
46429B267GOVTISHARES TR$2.5M0.18%110,338CommonNONE
680033107ONBOLD NATL BANCORP IND$2.5M0.18%113,169CommonNONE
922908769VTIVANGUARD INDEX FDS$2.5M0.18%7,760CommonNONE
98389B100XELXCEL ENERGY INC$2.5M0.18%31,113CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.5M0.18%33,642CommonNONE
922908595VBKVANGUARD INDEX FDS$2.4M0.17%7,934CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.4M0.17%16,163CommonNONE
464287630IWNISHARES TR$2.4M0.17%12,588CommonNONE
37954Y632AIQGLOBAL X FDS$2.4M0.17%50,720CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$2.4M0.17%58,738CommonNONE
78464A409SPYGSPDR SERIES TRUST$2.3M0.17%23,830CommonNONE
580135101MCDMCDONALDS CORP$2.3M0.17%7,466CommonNONE
82889N335SBARSIMPLIFY EXCHANGE TRADED FUN$2.3M0.16%93,884CommonNONE
464287200IVVISHARES TR$2.3M0.16%3,458CommonNONE
464287655IWMISHARES TR$2.2M0.16%9,015CommonNONE
092528603BINCBLACKROCK ETF TRUST II$2.2M0.16%42,834CommonNONE
17275R102CSCOCISCO SYS INC$2.2M0.16%28,659CommonNONE
89628W708ABLDABACUS FCF ETF TR$2.2M0.16%70,135CommonNONE
166764100CVXCHEVRON CORPORATION$2.2M0.16%10,560CommonNONE
233051630HDEFDBX ETF TR$2.1M0.15%65,943CommonNONE
09290C855BLCRBLACKROCK ETF TRUST$2.1M0.15%51,518CommonNONE
97717Y543WTAIWISDOMTREE TR$2.0M0.14%71,882CommonNONE
464287473IWSISHARES TR$2.0M0.14%13,781CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$2.0M0.14%46,055CommonNONE
69374H436QDPLPACER FDS TR$1.9M0.14%48,523CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$1.9M0.14%57,684CommonNONE
87612E106TGTTARGET CORP$1.9M0.14%15,921CommonNONE
532457108LLYELI LILLY & CO$1.9M0.14%2,079CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.9M0.14%5,627CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$1.9M0.13%67,749CommonNONE
46435G672IAGGISHARES TR$1.9M0.13%37,183CommonNONE
149123101CATCATERPILLAR INC$1.9M0.13%2,618CommonNONE
922908652VXFVANGUARD INDEX FDS$1.8M0.13%8,955CommonNONE
478160104JNJJOHNSON & JOHNSON$1.8M0.13%7,492CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.8M0.13%165,002CommonNONE
46138G631QQQJINVESCO EXCH TRADED FD TR II$1.8M0.13%49,891CommonNONE
89834G836MINNTRUST FOR PROFESSIONAL MANAG$1.8M0.13%79,951CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$1.7M0.12%40,772CommonNONE
464287481IWPISHARES TR$1.7M0.12%13,498CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$1.7M0.12%37,299CommonNONE
464288760ITAISHARES TR$1.7M0.12%7,645CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$1.7M0.12%104,988CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.12%6,676CommonNONE
64110L106NFLXNETFLIX INC.$1.6M0.11%16,750CommonNONE
02072L193GPTEA SERIES TRUST$1.6M0.11%52,737CommonNONE
92826C839VVISA INC$1.6M0.11%5,162CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.5M0.11%11,493CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$1.5M0.11%61,227CommonNONE
437076102HDHOME DEPOT INC$1.5M0.11%4,530CommonNONE
911312106UPSUNITED PARCEL SVCS INC$1.5M0.10%14,889CommonNONE
G5960L103MDTMEDTRONIC PLC$1.4M0.10%16,728CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.4M0.10%19,888CommonNONE
78463V107GLDSPDR GOLD TR$1.4M0.10%3,345CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.10%8,397CommonNONE
38747R603DRUPGRANITESHARES ETF TR$1.4M0.10%25,878CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$1.4M0.10%32,732CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$1.4M0.10%28,969CommonNONE
78463X848CWISPDR INDEX SHS FDS$1.4M0.10%37,398CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.4M0.10%18,954CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.09%6,724CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.3M0.09%26,997CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1.3M0.09%31,204CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$1.3M0.09%28,248CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.09%6,118CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.09%24,619CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$1.2M0.09%9,216CommonNONE
92189F676SMHVANECK ETF TRUST$1.2M0.08%3,079CommonNONE
26922A420QTUMETF SER SOLUTIONS$1.2M0.08%10,875CommonNONE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$1.2M0.08%7,118CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$1.1M0.08%21,546CommonNONE
25459Y207QQQEDIREXION SHARES ETF TRUST$1.1M0.08%11,048CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$1.1M0.08%62,588CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.1M0.08%32,347CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.08%6,644CommonNONE
02209S103MOALTRIA GROUP INC$1.1M0.08%15,979CommonNONE
46434V456IQLTISHARES TR$1.1M0.07%22,747CommonNONE
040413205ANETARISTA NETWORKS INC$1.0M0.07%8,487CommonNONE
45784N601AOCTINNOVATOR ETFS TRUST$1.0M0.07%39,088CommonNONE
09260D107BXBLACKSTONE INC$1.0M0.07%8,876CommonNONE
464287721IYWISHARES TR$1.0M0.07%5,596CommonNONE
438516106HONHONEYWELL INTL INC$983,9810.07%4,353CommonNONE
303250104FICOFAIR ISAAC CORP$983,2040.07%921CommonNONE
00326A104SGOLETFS GOLD TR$974,6790.07%21,844CommonNONE
315912808ONEQFIDELITY COMWLTH TR$964,5070.07%11,359CommonNONE
244199105DEDEERE & CO$961,0990.07%1,706CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$955,2400.07%3,275CommonNONE
36828A101GEVGE VERNOVA INC$941,8970.07%1,079CommonNONE
025816109AXPAMERICAN EXPRESS CO$919,7160.07%3,041CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$913,5420.06%19,907CommonNONE
464287622IWBISHARES TR$900,8070.06%2,526CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$889,3580.06%25,180CommonNONE
031162100AMGNAMGEN INC$888,6040.06%2,526CommonNONE
45784N825TJANINNOVATOR ETFS TRUST$884,8160.06%32,651CommonNONE
G29183103ETNEATON CORP PLC$879,1530.06%2,458CommonNONE
718172109PMPHILIP MORRIS INTL INC$878,3670.06%5,312CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$871,2710.06%1,890CommonNONE
617446448MSMORGAN STANLEY$869,5890.06%5,284CommonNONE
921910733ESGVVANGUARD WORLD FD$866,1830.06%7,715CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$860,8260.06%5,872CommonNONE
921909768VXUSVANGUARD STAR FDS$860,5140.06%11,160CommonNONE
68389X105ORCLORACLE CORP$827,3020.06%5,624CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$823,0800.06%21,752CommonNONE
464287796IYEISHARES TR$822,8380.06%12,704CommonNONE
G6683N103NUNU HLDGS LTD$814,7650.06%56,699CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$812,0530.06%16,435CommonNONE
595112103MUMICRON TECHNOLOGY INC$801,0620.06%2,371CommonNONE
98149E303GLDMWORLD GOLD TR$798,4320.06%8,614CommonNONE
67092P300NULVNUSHARES ETF TR$791,6200.06%17,398CommonNONE
75513E101RTXRTX CORPORATION$773,6880.06%4,011CommonNONE
921910725VSGXVANGUARD WORLD FD$759,0970.05%10,583CommonNONE
29273V100ETENERGY TRANSFER L P$750,8790.05%38,906CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$750,7720.05%45,200CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$750,3510.05%8,482CommonNONE
063671101BMOBANK MONTREAL MEDIUM$742,4750.05%5,486CommonNONE
464288414MUBISHARES TR$739,7590.05%6,969CommonNONE
842587107SOSOUTHERN CO$739,5150.05%7,662CommonNONE
464285204IAUISHARES GOLD TR$738,3400.05%8,375CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$730,8800.05%17,474CommonNONE
594972408MSTRSTRATEGY INC$726,4610.05%5,821CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$719,2710.05%1,836CommonNONE
46435U549EAGGISHARES TR$706,7100.05%14,862CommonNONE
65339F101NEENEXTERA ENERGY INC$703,9750.05%7,579CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$691,3480.05%147,724CommonNONE
92189F601NLRVANECK ETF TRUST$682,5990.05%5,125CommonNONE
56035L104MAINMAIN STR CAP CORP$680,4570.05%12,849CommonNONE
548661107LOWLOWES COS INC$676,0300.05%2,861CommonNONE
46428Q109SLVISHARES SILVER TR$656,9380.05%9,641CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$656,2500.05%776CommonNONE
002824100ABTABBOTT LABORATORIES$656,1570.05%6,391CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$651,4600.05%12,053CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$650,9380.05%10,019CommonNONE
89628W500ABOTABACUS FCF ETF TR$649,3200.05%19,569CommonNONE
48251W104KKRKKR & CO INC$645,1710.05%6,975CommonNONE
032095101APHAMPHENOL CORP$640,0130.05%5,065CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$637,4490.05%1,297CommonNONE
57636Q104MAMASTERCARD INCORPORATED$635,7560.05%1,272CommonNONE
Q4982L109IRENIREN LIMITED$632,4320.04%18,449CommonNONE
46654Q591HOLAJ P MORGAN EXCHANGE TRADED F$631,0230.04%11,997CommonNONE
92189F692PPHVANECK ETF TRUST$629,9280.04%6,064CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$621,1190.04%3,060CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$620,9640.04%7,504CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$620,3610.04%1,589CommonNONE
872540109TJXTJX COS INC NEW$618,2850.04%3,872CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$611,2930.04%4,666CommonNONE
833445109SNOWSNOWFLAKE INC$608,7100.04%4,036CommonNONE
37954Y673PAVEGLOBAL X FDS$593,3140.04%11,677CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$592,8760.04%16,729CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$586,8500.04%18,322CommonNONE
45782C276NJULINNOVATOR ETFS TRUST$586,6000.04%8,214CommonNONE
45782C714EJULINNOVATOR ETFS TRUST$585,1400.04%19,579CommonNONE
247361702DALDELTA AIR LINES INC$578,7990.04%8,706CommonNONE
060505104BACBANK AMERICA CORP$570,8560.04%11,710CommonNONE
46438G612MAXJISHARES TR$567,5850.04%20,156CommonNONE
46438G588SMAXISHARES TR$566,2800.04%21,112CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$565,8570.04%12,336CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$563,8440.04%19,120CommonNONE
53635D202LQDALIQUIDIA CORPORATION$557,2690.04%14,766CommonNONE
67092P607NUSCNUSHARES ETF TR$556,7040.04%12,355CommonNONE
45783Y723PSTPINNOVATOR ETFS TRUST$539,2490.04%15,644CommonNONE
231021106CMICUMMINS INC$534,8700.04%994CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$529,7540.04%25,518CommonNONE
21873S108CRWVCOREWEAVE INC$529,2750.04%6,832CommonNONE
45784N817ZJANINNOVATOR ETFS TRUST$526,7450.04%19,323CommonNONE
032108664HACKAMPLIFY ETF TR$523,7860.04%6,975CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$523,0660.04%21,552CommonNONE
539830109LMTLOCKHEED MARTIN CORP$522,6050.04%865CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$517,5610.04%12,405CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$517,0930.04%14,753CommonNONE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$516,6020.04%12,184CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$512,3720.04%5,114CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$512,1600.04%12,048CommonNONE
33734X143FXHFIRST TR EXCHANGE-TRADED FD$507,9320.04%4,627CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$505,2250.04%15,958CommonNONE
26922A719GOAUETF SER SOLUTIONS$503,8940.04%11,359CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$498,2120.04%23,183CommonNONE
00162Q858SDOGALPS ETF TR$494,4670.04%7,603CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$494,0790.04%7,883CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$486,8590.03%9,550CommonNONE
45782C730UJUNINNOVATOR ETFS TRUST$482,2900.03%12,951CommonNONE
N07059210ASMLASML HLDG NV$482,1030.03%365CommonNONE
311900104FASTFASTENAL CO$478,3310.03%10,309CommonNONE
464287465EFAISHARES TR$476,0330.03%4,901CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$468,7220.03%19,546CommonNONE
882508104TXNTEXAS INSTRS INC$468,4750.03%2,413CommonNONE
74736K101QRVOQORVO INC$465,0190.03%6,008CommonNONE
94106L109WMWASTE MGMT INC DEL$464,5890.03%2,022CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$461,6710.03%7,357CommonNONE
682680103OKEONEOK INC NEW$461,6340.03%5,107CommonNONE
464287507IJHISHARES TR$451,2840.03%6,683CommonNONE
17253J106CIFRCIPHER DIGITAL INC$450,2700.03%34,986CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$448,0370.03%22,651CommonNONE
00206R102TAT&T INC$447,5060.03%15,437CommonNONE
82509L107SHOPSHOPIFY INC$446,9600.03%3,768CommonNONE
191216100KOCOCA COLA CO$446,6630.03%5,873CommonNONE
45783Y251ZJULINNOVATOR ETFS TRUST$434,5940.03%14,950CommonNONE
89628W302ABFLABACUS FCF ETF TR$434,4520.03%6,107CommonNONE
45784N577TOCTINNOVATOR ETFS TRUST$422,0860.03%16,055CommonNONE
35671D857FCXFREEPORT MCMORAN INC$421,0090.03%7,162CommonNONE
45784N858ZDEKINNOVATOR ETFS TRUST$419,7630.03%16,381CommonNONE
45782C623EOCTINNOVATOR ETFS TRUST$418,9240.03%13,112CommonNONE
742718109PGPROCTER & GAMBLE CO$418,8410.03%2,900CommonNONE
31428X106FDXFEDEX CORP$416,6130.03%1,170CommonNONE
464288802SUSAISHARES TR$415,8300.03%3,148CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$414,4480.03%6,833CommonNONE
697900108PAASPAN AMERN SILVER CORP$412,6750.03%7,554CommonNONE
33740F169BUFYFIRST TR EXCHNG TRADED FD VI$411,7250.03%18,397CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$411,3390.03%603CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$411,0340.03%1,472CommonNONE
09290D101BLKBLACKROCK INC$410,7190.03%427CommonNONE
46435G243SUSBISHARES TR$408,3190.03%16,290CommonNONE
02072L219DTANEA SERIES TRUST$404,9140.03%13,407CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$402,0340.03%11,850CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$401,6740.03%5,376CommonNONE
92204A207VDCVANGUARD WORLD FD$400,0530.03%1,781CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$399,9520.03%10,410CommonNONE
45784N775ZFEBINNOVATOR ETFS TRUST$398,6990.03%15,703CommonNONE
038222105AMATAPPLIED MATLS INC$398,4930.03%1,166CommonNONE
46435G532SDGISHARES TR$396,0440.03%4,717CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$393,2980.03%8,556CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$393,0190.03%2,107CommonNONE
907818108UNPUNION PAC CORP$388,1700.03%1,600CommonNONE
500767876KEMQKRANESHARES TRUST$382,7430.03%16,903CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$379,5360.03%6,195CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$379,1050.03%7,740CommonNONE
833034101SNASNAP ON INC$378,8110.03%1,043CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$377,4820.03%2,880CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$376,1850.03%3,919CommonNONE
58933Y105MRKMERCK & CO INC$375,6430.03%3,123CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$367,2180.03%6,515CommonNONE
03076C106AMPAMERIPRISE FINL INC$365,8490.03%823CommonNONE
90364P105PATHUIPATH INC$364,9900.03%32,882CommonNONE
458140100INTCINTEL CORP$360,0770.03%8,159CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$359,9970.03%10,610CommonNONE
92204A884VOXVANGUARD WORLD FD$359,6800.03%2,000CommonNONE
97717W760DLSWISDOMTREE TR$359,5780.03%4,412CommonNONE
422704106HLHECLA MINING COMPANY$359,3620.03%19,289CommonNONE
G54950103LINLINDE PLC$358,9260.03%724CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$357,3120.03%8,298CommonNONE
26922A289UFOXETF SER SOLUTIONS$356,1620.03%5,224CommonNONE
097023105BABOEING CO$353,4170.03%1,776CommonNONE
04010L103ARCCARES CAPITAL CORP$344,0920.02%19,095CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$343,2590.02%5,815CommonNONE
464287234EEMISHARES TR$341,2510.02%6,009CommonNONE
45782C524IJANINNOVATOR ETFS TRUST$341,1050.02%9,402CommonNONE
713448108PEPPEPSICO INC$340,8000.02%2,195CommonNONE
717081103PFEPFIZER INC$340,3990.02%12,122CommonNONE
69374H857CALFPACER FDS TR$340,2230.02%7,582CommonNONE
81762P102NOWSERVICENOW INC$337,5920.02%3,229CommonNONE
291011104EMREMERSON ELEC CO$332,8700.02%2,541CommonNONE
97717W406AIVLWISDOMTREE TR$332,6640.02%2,875CommonNONE
03831W108APPAPPLOVIN CORP$331,1360.02%832CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$330,7270.02%2,526CommonNONE
45783Y418AJANINNOVATOR ETFS TRUST$329,0380.02%11,903CommonNONE
33740F243BUFSFIRST TR EXCHNG TRADED FD VI$328,8360.02%14,260CommonNONE
46434G103IEMGISHARES INC$327,8410.02%4,700CommonNONE
001055102AFLAFLAC INC$324,0130.02%2,953CommonNONE
45784N874NNOVINNOVATOR ETFS TRUST$322,7370.02%11,584CommonNONE
52567D107LMNDLEMONADE INC$321,2980.02%5,126CommonNONE
219350105GLWCORNING INC$320,2090.02%2,355CommonNONE
45784N742ZMARINNOVATOR ETFS TRUST$315,7750.02%11,447CommonNONE
49456B101KMIKINDER MORGAN INC DEL$315,3550.02%9,405CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$313,4060.02%14,029CommonNONE
655844108NSCNORFOLK SOUTHN CORP$312,8700.02%1,090CommonNONE
92189F106GDXVANECK ETF TRUST$312,0180.02%3,400CommonNONE
45784N312DDNQINNOVATOR ETFS TRUST$311,8520.02%16,050CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$311,6230.02%8,137CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$309,0470.02%5,795CommonNONE
45782C722IJULINNOVATOR ETFS TRUST$303,9530.02%9,006CommonNONE
46434V381XTISHARES TR$303,5480.02%4,454CommonNONE
83444M101SOLVSOLVENTUM CORP$303,0570.02%4,641CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$302,3350.02%11,792CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$301,1910.02%11,061CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$299,6070.02%690CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$296,3170.02%10,092CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$292,0640.02%3,889CommonNONE
808513105SCHWSCHWAB CHARLES CORP$290,2230.02%3,088CommonNONE
032108607BLOKAMPLIFY ETF TR$289,1350.02%5,805CommonNONE
922908629VOVANGUARD INDEX FDS$288,5390.02%1,005CommonNONE
80689H102SNDRSCHNEIDER NATIONAL INC$287,3260.02%10,900CommonNONE
00724F101ADBEADOBE INC$286,3480.02%1,178CommonNONE
46434V886HEWJISHARES TR$285,2520.02%5,068CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$283,1780.02%259CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$282,7120.02%5,690CommonNONE
369550108GDGENERAL DYNAMICS CORP$282,4340.02%823CommonNONE
011532108AGIALAMOS GOLD INC$281,4640.02%6,335CommonNONE
879105104THQABRDN HEALTHCARE OPPORTUNITI$281,2400.02%16,740CommonNONE
172967424CCITIGROUP INC$281,1210.02%2,479CommonNONE
808524698SCHISCHWAB STRATEGIC TR$278,9930.02%12,301CommonNONE
52110M109LAZLAZARD INC$277,1820.02%6,525CommonNONE
98139A105WKWORKIVA INC$276,2060.02%4,632CommonNONE
773903109ROKROCKWELL AUTOMATION INC$275,8150.02%769CommonNONE
609207105MDLZMONDELEZ INTL INC$274,3600.02%4,760CommonNONE
443510607HUBBHUBBELL INC$273,3420.02%557CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$271,3220.02%2,631CommonNONE
381013101GDENGOLDEN ENTMT INC$266,9000.02%10,000CommonNONE
055622104BPBP PLC$265,4310.02%5,647CommonNONE
90290N109USACUSA COMPRESSION PARTNERS LP$264,5690.02%9,755CommonNONE
142339100CSLCARLISLE COS INC$260,1390.02%780CommonNONE
369604301GEGE AEROSPACE$254,3990.02%896CommonNONE
384802104GWWWW GRAINGER INC$254,1590.02%233CommonNONE
254687106DISDISNEY WALT CO$254,0820.02%2,636CommonNONE
501044101KRKROGER CO$253,9480.02%3,510CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$253,7950.02%609CommonNONE
863667101SYKSTRYKER CORPORATION$253,5050.02%771CommonNONE
45784N437DDFDINNOVATOR ETFS TRUST$251,1570.02%13,266CommonNONE
45784N734TAPRINNOVATOR ETFS TRUST$249,5470.02%9,700CommonNONE
651639106NEMNEWMONT CORP$249,0910.02%2,301CommonNONE
46137V134PBWINVESCO EXCHANGE TRADED FD T$248,5310.02%7,870CommonNONE
74347R206QLDPROSHARES TR$247,6600.02%4,060CommonNONE
576323109MTZMASTEC INC$245,1660.02%762CommonNONE
855244109SBUXSTARBUCKS CORP$243,3750.02%2,717CommonNONE
778296103ROSTROSS STORES INC$242,9900.02%1,122CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE IN$242,8400.02%1,462CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$242,2270.02%1,476CommonNONE
45783Y236AJULINNOVATOR ETFS TRUST$240,8710.02%8,307CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$240,0120.02%5,874CommonNONE
46434G822EWJISHARES INC$237,3970.02%2,811CommonNONE
718546104PSXPHILLIPS 66$235,1010.02%1,290CommonNONE
29362U104ENTGENTEGRIS INC$234,0300.02%1,996CommonNONE
464287499IWRISHARES TR$233,2480.02%2,399CommonNONE
420261109HWKNHAWKINS INC$232,9600.02%1,517CommonNONE
049560105ATOATMOS ENERGY CORP$232,0300.02%1,256CommonNONE
G65163100JOBYJOBY AVIATION INC$231,9660.02%28,083CommonNONE
15102K100CELCCELCUITY INC$231,2480.02%2,026CommonNONE
97717X669DGRWWISDOMTREE TR$230,2080.02%2,621CommonNONE
91332U101UUNITY SOFTWARE INC$228,8340.02%10,430CommonNONE
95040Q104WELLWELLTOWER INC$228,3550.02%1,155CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$226,9850.02%2,073CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$226,5470.02%13,156CommonNONE
46222L108IONQIONQ INC$226,3160.02%7,850CommonNONE
12572Q105CMECME GROUP INC$226,0990.02%766CommonNONE
14021N105CGNGCAPITAL GROUP NEW GEOGRAPHY$225,8830.02%7,155CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$223,9250.02%53CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$223,6320.02%19,163CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$222,8770.02%361CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$222,7590.02%15,866CommonNONE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$222,6950.02%8,976CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$221,9430.02%6,681CommonNONE
46436E684EAOMISHARES TR$220,6070.02%7,419CommonNONE
92939U106WECWEC ENERGY GROUP INC$218,7000.02%1,889CommonNONE
79466L302CRMSALESFORCE INC$216,2390.02%1,158CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$215,1900.02%1,251CommonNONE
192108504CDECOEUR MNG INC$214,4470.02%11,425CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$213,3420.02%7,976CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$212,8270.02%5,863CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$212,7470.02%14,136CommonNONE
19260Q107COINCOINBASE GLOBAL INC$212,3260.02%1,216CommonNONE
14040H105COFCAPITAL ONE FINL CORP$211,9930.02%1,162CommonNONE
05464C101AXONAXON ENTERPRISE INC$209,3720.01%493CommonNONE
780910105RVTROYCE SMALL CAP TRUST INC$208,8200.01%12,579CommonNONE
45784N767NMARINNOVATOR ETFS TRUST$208,7160.01%7,104CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$208,6770.01%2,943CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$208,1280.01%1,873CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS IN$207,9560.01%67,738CommonNONE
H1467J104CBCHUBB LTD SWITZ$207,8990.01%638CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$205,6160.01%5,377CommonNONE
45784N809ZNOVINNOVATOR ETFS TRUST$205,2580.01%7,731CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$204,3720.01%3,747CommonNONE
45783Y129NAUGINNOVATOR ETFS TRUST$202,6640.01%7,001CommonNONE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$201,5690.01%7,290CommonNONE
72201R643EMNTPIMCO ETF TR$201,4830.01%2,037CommonNONE
69374H881COWZPACER FDS TR$201,0280.01%3,213CommonNONE
46434G863ESGEISHARES INC$200,5820.01%4,411CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$200,4960.01%449CommonNONE
015564107FRTYTHE ALGER ETF TRUST$194,8000.01%10,000CommonNONE
687793109OSCROSCAR HEALTH INC$194,4170.01%16,950CommonNONE
152006102CGAUCENTERRA GOLD INC$177,9000.01%10,000CommonNONE
82835P103SVMSILVERCORP METALS INC$172,5380.01%16,065CommonNONE
00288U106ABCLABCELLERA BIOLOGICS INC$166,5710.01%47,728CommonNONE
46655E100DCDAKOTA GOLD CORP$151,5660.01%30,013CommonNONE
345370860FFORD MTR CO$143,6530.01%12,448CommonNONE
29258Y103EXKENDEAVOUR SILVER CORP$137,3130.01%14,749CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$136,9490.01%16,207CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$131,6520.01%900PUTNONE
053906103ASMAVINO SILVER & GOLD MINES LT$107,4400.01%17,000CommonNONE
862945300ASSTSTRIVE INC$104,5490.01%10,434CommonNONE
38071H106GROYGOLD ROYALTY CORP$92,2750.01%25,775CommonNONE
62914V106NIONIO INC$91,6680.01%15,202CommonNONE
055869101BTQBTQ TECHNOLOGIES CORP$89,3780.01%33,475CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$89,2590.01%11,838CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$83,0380.01%12,087CommonNONE
H8817H100RIGTRANSOCEAN LTD$70,3510.01%10,611CommonNONE
59124U605MTAMETALLA RTY & STREAMING LTD$68,4810.00%10,329CommonNONE
11777Q209BTGB2GOLD CORP$65,2270.00%14,399CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.